Consultant will assist staff or volunteers
to develop action plans – primarily for fundraising
programs. This will be done through a series of two meetings,
at which a written action pan will be prepared.

$500
plus out-
of-pocket expenses

• Three 2-hour planning
sessions.

• Consultation by phone or
e-mail.

• Written action plan

• Outcomes: 1) If
plan relates to fund raising -- substantially increased
fund raising revenue; 2) If plan relates to
other programs – objectives will be achieved with
much greater economy of action.

1) any organization seeking to
organize itself to more effectively achieve specific
objectives;

Consultant will train volunteers and
key staff in the art of personal, face-to-face solicitation
of gifts, including large gifts. Versions of this training
session have been provided at professional development
conferences – at the request of fund raising professionals.

Consultant will help organizations
to facilitate a major gift program involving personal
solicitation of peers – including large gifts –
by existing fund raising committees. This program assumes
that the organization has an existing list of prospective
supporters, existing literature and a committee volunteer
solicitors. This will involve facilitation of four meetings.
The first will involve the creation of a plan of action,
rating of prospects, development of general cultivation
strategies. During the second, volunteers and key staff
will be trained in personal solicitation techniques. The
remaining two meetings will be report meetings, at which
campaign progress will be reviewed. Phone support will
be available between meetings.

$1,000
plus out-of-
pocket expenses.

• Consultant will facilitate
four 1-2 hour meetings:
1.Planning the campaign.
2.Training volunteers and key staff.
3& 4. Review campaign progress .
Phone support will be available between meetings.

• Outcome: substantially higher
income.

Is interested in improving its personal
gift solicitation capabilities.

• Level of current investment
in fundraising – current budget for fund development

• Level of future investment
in fundraising needed to meet goals – will help
you develop a fund development budget.

$750

• On-site meeting with ED
and/or relevant staff.

• Follow-up written recommendation
to Board to accompany the draft budget that is created.

Have no fund development budget or
feel they are underinvested in fund development. Especially
useful for those organizations whose Boards are reluctant
to invest in fundraising without some outside expert opinion.

Consultant will develop and supervise
production of a direct mail package for use with a specific
audience, (i.e., cold prospects, current donors, LYBUNTS,
lapsed donors, etc. Consultants will also provide post
mailing analysis. )

$1,000 plus reimbursement for out-of-pocket
expenses. (Note: does not include
the cost of mailing.

• Request letter.

• Design of mailing package.

• Advice on buying or using
an existing mailing list.

• Follow-up analysis after
the mailing of the package.

• Outcome: net income or increase
in number of donors, depending upon the mailing.

Are not successfully raising funds
through direct mail.

Note: Price does not include the cost of producing
package contents, mailing, and postage.